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AXS Investments’s Merck MRK Stock Holding History

AXS Investments’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.1K Sell
408
-119
-23% -$13.7K 0.02% 157
2025
Q4 		$55.5K Sell
527
-170
-24% -$16K 0.02% 169
2025
Q3 		$58.5K Buy
+697
New +$57.4K 0.02% 170
2025
Q2 		– Sell
-15,014
Closed -$1.35M – 191
2025
Q1 		$1.35M Buy
15,014
+578
+4% +$54K 0.37% 109
2024
Q4 		$1.44M Buy
14,436
+2,572
+22% +$265K 0.4% 94
2024
Q3 		$1.35M Buy
11,864
+1,343
+13% +$160K 0.36% 131
2024
Q2 		$1.3M Sell
10,521
-281
-3% -$36.2K 0.36% 103
2024
Q1 		$1.43M Sell
10,802
-2,478
-19% -$305K 0.34% 90
2023
Q4 		$1.45M Buy
13,280
+775
+6% +$80.4K 0.35% 88
2023
Q3 		$1.29M Buy
12,505
+439
+4% +$47.3K 0.33% 88
2023
Q2 		$1.39M Sell
12,066
-411
-3% -$46.7K 0.37% 80
2023
Q1 		$1.33M Buy
12,477
+643
+5% +$69.4K 0.44% 61
2022
Q4 		$1.31M Sell
11,834
-1,726
-13% -$176K 0.47% 59
2022
Q3 		$1.17M Sell
13,560
-1
-0% -$89 0.45% 51
2022
Q2 		$1.24M Buy
13,561
+10,114
+293% +$897K 0.44% 60
2022
Q1 		$283K Sell
3,447
-2,320
-40% -$183K 0.11% 117
2021
Q4 		$442K Buy
+5,767
New +$459K 0.1% 118
2021
Q3 		– Sell
-6,303
Closed -$490K – 175
2021
Q2 		$490K Sell
6,303
-2,183
-26% -$162K 0.15% 120
2021
Q1 		$624K Buy
+8,486
New +$626K 0.22% 92

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AXS Investments's MRK Position: Q1 2026 in Review

AXS Investments reduced its Merck (MRK) stake by 23% in Q1 2026, selling an estimated $13.7K and leaving 408 shares worth $49.1K. The position accounts for 0.02% of the portfolio, ranked #157.

AXS Investments first reported a position in MRK in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2023. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • AXS Investments held 408 shares of Merck worth $49.1K as of Q1 2026.
  • AXS Investments sold 119 Merck shares in Q1 2026, an estimated $13.7K.
  • Merck made up 0.02% of AXS Investments's portfolio in Q1 2026, its #157 holding.
  • AXS Investments first reported a position in Merck in Q1 2021 and has held it in 19 quarters since.
  • AXS Investments's Merck position peaked at $1.45M in Q4 2023.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.